Rental Credit Memo - Launch

Program/Screen: RACRDT/RACRDT10

Description:

Use this screen to launch the Rental Credit Memo program where you issue credit to a customer.  You can enter credit against a specific rental contract, or you can credit the customer without referring to a contract if you have the original invoice date and time.

 

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Navigation

Access this program from the Operations menu.  This is the first screen of the Rental Credit Memo program.  Enter a contract number or a customer number to credit.  Enter a reason code for the credit, and then press Enter to proceed.

 

Unique Rental Credit Memo Screens

Rental Credit Memo - Launch

Equipment Credit Selection

Rental Credit Memo - Customer Information

Rental Credit Memo - Equipment Information

Equipment Detail

Sales Item Detail

Rental Credit Memo - Review

 

Fields

Contract number

Enter the number of the rental contract and sequence against which you want to enter a credit memo.

 

Customer number or name

If you are creating a rental credit memo for a charge account customer, enter the account number or the name (or the Search Word) of the charge customer.  If you do not know the name or the number, press F4 while in this field to access Customer Search.

 

If you know the first letter of the customer's name, type it in the field and press Enter to access Customer Search and display a list of customers whose names (first or last) contain that letter.  For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric.  The list would then continue with customers whose names started with the subsequent letters of the alphabet such as I and J in our example.

 

Driver's license state

If you are creating a rental credit memo for a cash customer, enter the two-letter abbreviation for the state on the customer's driver's license.

 

Driver's license number

If you are creating a rental credit memo for a cash customer, enter the number from their driver's license.

 

Credit Reason

Enter a code that describes the reason for the credit memo.  You can make this field mandatory in control record CRDRSN.

 

Reference date

Enter or accept the date for entry of the credit memo.

 

Reference time

Enter or accept the time for entry of the credit memo.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F5

Refresh.  Refresh the screen and remove entered data.

F12

Cancel/Previous.  Exit the program or move back a screen.

 

Related Programs

Create/Update Rental

Credit Memo Offset

A/R Open Invoices

 

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